David Cherry - TD Wealth Financial Advisor - Vero Beach (FL)

Kathleen Norflus Our company has been using Rivera Financial since October of 2012. They have been great to work with. Chris Minelli has been amazing and has been my account manager for the entire time, that rarely happens where someone is with a company at the beginning when you sign on and is still there to represent you 13 years later! In todays environment, were clients do not always pay on time which can effect your ability to operate, we are so thankful to be able to obtain funding the same day! I would highly recommend Riviera to any business owner!!

Tim Oliphant Ross and Teresa have been taking care of the taxes for our entire family over the course of several years now. We go back to the days of the old Hollywood Bread building together. We know that we can count on them to keep us on track with our scheduling, documentation requirements, quarterly filing when necessary, and extensions as needed. Ross has always been a savior to us, by keeping us in the know about any law changes over the years and has saved us a great deal of money that we otherwise would have missed out on with our returns. I plan on being a lifetime customer, because I know that I can have piece of mind and can count on Ross and Teresa to take great care us!

Kim Mullican Great prices, great selection, super cool owner. Theyve been around forever and know everyone, and are very fair. Well be back!

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Carla Soileau Farm Bureau was recommended from a friend. Devin didn’t disappoint. The insurance we needed was not in the realm of normal. He was able to find what we needed at affordable pricing. Angel was great in making things work smoothly getting all documents taking care of. Thanks for great customer service!!!

Teena Stoneking We love Oxford Advisory and having an office close to our home is a plus! The staff is so accommodating when it comes to appointments!!